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☆ Adobe has the ability to improve its performance and market reach: Analyst
  + stars: | 2024-12-12 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAdobe has the ability to improve its performance and market reach: AnalystJay Vleeschhouwer of Griffin Securities still confident that Adobe can continue to do well and boost its market outreach despite flagging weaker than expected FY2025 target.
Persons: Jay Vleeschhouwer Organizations: Griffin Securities
☆ Microsoft set to report earnings after the close
  + stars: | 2023-07-25 | by ( Jordan Novet | ) www.cnbc.com   time to read: +3 min
Microsoft will report results for its fiscal fourth quarter after market close on Tuesday. Based on analysts' projections, Microsoft will close fiscal 2023 with revenue growth below 10% for the first time since 2017. Microsoft doesn't report Azure revenue in dollars. During the quarter, Microsoft built on its broad alliance with OpenAI to capitalize on fresh interest in artificial intelligence, following the November launch of the startup's ChatGPT chatbot. Activision shares have climbed past $92.50, close to the $95 that Microsoft agreed to pay, reflecting optimism that the deal is on track to close.
Persons: Satya Nadella, OpenAI, they'll, Bing, Griffin Organizations: White, Microsoft, CNBC, StreetAccount, Amazon Web Services, Google, Activision Blizzard, Federal, Activision, Data, LinkedIn Locations: Washington, Refinitiv, ChatGPT
☆ Microsoft is 'naturally and legitimately' well-positioned for A.I.: Griffin Securities
  + stars: | 2023-07-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft is 'naturally and legitimately' well-positioned for A.I. : Griffin SecuritiesJay Vleeschhouwer from Griffin Securities discusses Microsoft's new subscription service for its artificial intelligence tools, saying its investments in the technology already contributes to its strong position in the field.
Persons: Griffin, Griffin Securities Jay Vleeschhouwer Organizations: Microsoft, Griffin Securities
☆ Microsoft is 'naturally and legitimately very well positioned for A.I.,' says Griffin Securities
  + stars: | 2023-07-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft is 'naturally and legitimately very well positioned for A.I.,' says Griffin SecuritiesJay Vleeschhouwer of investment banking firm Griffin Securities discusses the new artificial intelligence subscription service for Microsoft 365.
Persons: Griffin, Griffin Securities Jay Organizations: Microsoft, Griffin Securities
☆ After leading $20 billion Figma deal, Adobe's David Wadhwani is in prime spot to be next CEO
  + stars: | 2022-10-31 | by ( Jordan Novet | ) www.cnbc.com   time to read: +15 min
The business Wadhwani oversees is roughly three times the size as Chakravarthy's in terms of revenue. For Wadhwani, Figma represents a risky bet on growth at a time when Wall Street is telling tech companies to tighten their belts and preserve cash. The make-or-break betIn his 15-year tenure as CEO, Narayen hasn't been shy about dealmaking, just at a smaller size. And it might be Wadhwani's make-or-break opportunity to prove he should be CEO of the fourth-biggest U.S. business software company by market cap. Shantanu Narayen, CEO, Adobe Mark Neuling | CNBCThe revenue became more predictable and less closely associated with product releases.
☆ Vleeschhouwer: Microsoft cloud computing services are growing
  + stars: | 2022-10-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVleeschhouwer: Microsoft cloud computing services are growingJay Vleeschhouwer, Managing Director of Software Research at Griffin Securities, joins Worldwide Exchange to discuss Microsoft's Q1 earnings.
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